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沪指上涨0.7% 科创50指数上涨2.18% 工业金属、券商概念领涨_我的网站

一 |     　　A股三大指数集体上涨，科创50指数涨逾2%。    

    Photo released on August 9, 2026 shows tourists from Jamaica interacting with a humanoid robot at the world's first robot 6S store in Longgang District, Shenzhen, South China's Guangdong Province, on August 4. Photo: XinhuaChina's cutting-edge industrial upgrade witnessed two major landmarks on Monday, marking the country's full-fledged global lead in humanoid robotics and further solidifying the rise of its "new new three" strategic sectors — robotics, artificial intelligence and innovative medicine.
Industry data showed that Chinese vendors accounted for more than 97 percent of global humanoid robot shipments in the first half of 2026. Additionally, Chinese robotics firm Unitree Robotics began its share subscription process for its listing on Shanghai's stock market, becoming the first humanoid robot A-share stock.
The global humanoid robot shipments reached approximately 19,100 units in the first half of the year, surging 272 percent year-on-year. The market saw a leadership shift, with Chinese robotic company AGIBOT overtaking Unitree to become the world's largest humanoid robot vendor. China also represented more than 85 percent of global demand, according to the latest research from Smart Analytics Global (SAG).
As the former global leader in 2025 with annual shipments of 5,500 units, Unitree Robotics set its IPO offering price at 150.8 yuan ($22.35) per share on Monday. The initial public offering (IPO) is expected to raise 6.1 billion yuan, meaning an estimated market capitalization of around 61 billion yuan, according to media reports. The final online subscription winning rate will be 0.0181 percent, Unitree said on Monday.
The breakthroughs in humanoid robotics represent the latest landmark of China's booming "new new three" industries, which are emerging as core pillars driving the country's high-end manufacturing upgrade, export expansion and future economic growth. 
Driving forces 
The rapid and comprehensive rise of China's robotic sector stems not merely from policy incentives, but from integrated advantages in complete manufacturing chains, forward-looking institutional arrangements and massive real-world application scenarios, industry analysts noted.
"The answer lies not in mere policy slogans, but in the synergies rooted in its manufacturing base, early institutional frameworks, and vast application scenarios. These factors have driven the 'new new three' industries onto the global stage," Zhang Xiaorong, director of the Beijing-based Cutting-Edge Technology Research Institute, told the Global Times on Monday.
A robust supply chain has been decisive. The localization rates across China's robot industry chain have risen markedly in 2026, with core components shifting to domestic control, CCTV News reported, citing an executive of a Shenzhen-based robot company, who said that more than 90 percent of key parts for its humanoid robots are sourced domestically. 
"No other market is better suited for the robotic industry than China," the executive said.
Institutional analysis noted that the domestic production rate of Unitree Robotics' supply chain reaches 90 percent, while all core components are fully self-developed.
Zhang also said the large domestic market serves as a unique testing ground. 
"Strong robot exports reflect advances in complete machine design, system integration, scenario algorithms, rapid delivery, and cost control, alongside continued localization of reducers, servo systems, and sensors. Large-scale applications in new energy vehicles, electronics manufacturing, and warehousing provide frequent iteration and engineering validation," said Zhang.
Institutional foresight also played a role. Robot manufacturing was first listed as an independent industry in the national standard for industry classification in October 2017, with sub-categories including "industrial robot manufacturing" and "special operation robot manufacturing" following in 2023. 
Analysts noted that this early classification facilitated later policy support, capital-market positioning, and statistical monitoring.
In June 2026, several ministries launched a special program for real-scenario training of humanoid robots and embodied AI. 
Customs adjustments, effective from January 1, added specific tariff codes for intelligent biomimetic and cleaning robots, simplifying export clearance. 
Insurance coverage also followed. In June, China Export & Credit Insurance Corp issued an insurance policy for AGIBOT's embodied robot export project, providing overseas risk coverage.
Supported by complete industrial chains, rich scenarios and systematic policy guarantees, China's robotic sector has built an unshakable global edge, experts noted. 
A faster pace
Official data showed that China has more than 400 complete humanoid robot models - over half the global total - while quadruped robots account for nearly 70 percent of worldwide sales. 
"China may produce more than 100,000 humanoid robots this year, with even higher growth expected in the following years, pointing to long-term opportunities in a sector with deep potential," Yang Delong, chief economist at Shenzhen-based First Seafront Fund, told the Global Times on Monday.
China's robot export momentum has also reached new heights. After becoming a net exporter of industrial robots for the first time in 2025, China's industrial robot exports reached 6.29 billion yuan in the first half of 2026, reaching 141 countries and regions, official statistics show. Surgical robot exports rose 3.3 times year-on-year. Overall robot exports grew 359 percent. 
AGIBOT, the champion of humanoid robot shipment so far this year, illustrated the rapid scaling: Its 15,000th embodied AI robot rolled off the line on June 28, less than three months after the 10,000-unit milestone. 
All units are being delivered to domestic and overseas customers for use in 3C (computer, communication and consumer electronics) manufacturing, warehousing and logistics, and commercial services, AGIBOT told the Global Times.
Jiang Qingsong, company partner and co-president of AGIBOT, told the Global Times on Monday that the company aims for overseas sales to exceed 30 percent of its total in 2026 and potentially surpass 50 percent later.
Strong progress in robotics is closely backed by China's booming artificial intelligence sector.
Hugging Face's latest report found that over the past year, "Chinese models quickly accounted for the plurality or 41 percent of downloads," surpassing the US for the first time.
On the OpenRouter platform, Chinese AI models' token usage reached 34.25 trillion in the week ended Sunday, meaning roughly half of global share, while remaining ahead of US models for the 15th consecutive week. 
Yang noted that China's AI progress is supporting growth across six frontier sectors - robotics, semiconductors, computing power and algorithms, commercial spaceflight, solid-state batteries, and biomedicine.
In terms of innovative drugs, by the end of 2025, China had 4,751 innovative drugs in development - 33.7 percent of the world total - making it the global leader in the pipeline.
Outbound licensing deals totaled about $110 billion in the first half of 2026 - already 80 percent of the full-year 2025 figure - with Chinese firms occupying eight of the global top 10 pharma deals. During the same period, 38 innovative drugs were approved, according to data from National Medical Products Administration.
Benefit the world
The vigorous rise of the "new new three" industries marks China's third major upgrade in export structure, following the traditional "old three" (garments, furniture and home appliances) and the "new three" (new energy vehicles, lithium-ion batteries and photovoltaics). Each industrial iteration features higher technological content, stronger innovation capacity and deeper integration into the global economy.
China's breakthroughs in robotics, AI and innovative medicine deliver tangible benefits to global industries and consumers.
For example, AGIBOT's European representative Sandy Liu told the Global Times that universities and large manufacturers in automotive and warehousing are the company's main users in Europe, driven by rising labor costs and the need for new solutions. 
Chinese open-source AI models have transformed high-end artificial intelligence technology from exclusive luxury resources into affordable, accessible digital infrastructure, benefiting global startups and developing economies. Innovative drug outbound licensing also accelerates global research collaboration and improves global patient access to cutting-edge treatments, analysts pointed out. 
China's role in global trade is shifting from single manufacturing links toward a deeper embedding in technology, systems, and standards. What remains constant is the innovation that injects valuable certainty into the world economy and supports more inclusive globalization, analysts noted.
。盘面上，工业金属、冶钢原料、券商概念、超导概念、能源金属、非银金融、造纸涨幅居前，CRO、医疗服务、油服工程、托育服务、DRG/DIP、地面兵装表现不佳，领跌市场。　　截至午间收盘，沪指上涨0.70%，报3916.83点；深成指上涨1.20%，报13911.29点；创业板指上涨1.37%，报3444.05点；科创50指数上涨2.18%，报1639.58点；北证50指数上涨0.95%，报1073.26点。全市场上涨个股有3574家，下跌个股有1809家，56只股涨停。两市半日合计成交12309亿。　　今日要闻　　工信部：未来五年加快打造航空航天、智能机器人等新兴支柱产业　　8月26日，国新办举行 “开局起步‘十五五’”系列主题新闻发布会，工业和信息化部相关负责人介绍全力抓好“十五五”规划实施、加快推进新型工业化有关情况。

二 | 发布会上介绍，我们将着力优化产业结构，统筹推进传统产业改造升级、新兴产业培育壮大、未来产业前瞻布局，保持和发展好完整产业体系。

三 | 加快打造集成电路、航空航天、生物医药、低空经济、新型储能、智能机器人等新兴支柱产业，推动量子科技、生物制造、氢能和核聚变能、脑机接口、具身智能、第六代移动通信（6G）等未来产业成为新的经济增长点。　　9家企业协同攻关！可控核聚变加速迈向工程化验证 融资客加码这11只潜力股　　8月25日，9家主体组建长三角创新联合体，协同攻关高温超导强场托卡马克磁体。

四 | 有机构指出，可控的关键是约束，随着约束技术路线有望逐步收敛，建议关注高价值量的高温超导技术相关投资机会。

五 | 业绩有望高增的可控核聚变概念股中，有11股本月获得融资客青睐：中钨高新获杠杆资金加仓9.39亿元，厦门钨业、远东股份分别获抢筹4.05亿、3.02亿元，东方钽业亦获2亿元融资净买入，炬光科技、永鼎股份、金田股份融资净买额均在4000万元以上。　　利好突袭！霍尔木兹海峡大消息！特朗普释放重磅信号　　据伊朗方面当地时间25日消息，一名接近伊朗谈判团队的消息人士表示，伊方希望通过巴基斯坦向美方明确转达有关霍尔木兹海峡的立场和谈判条件。

六 | 另外，美国总统特朗普表示，霍尔木兹海峡“国际水域”内的所有水雷均已被清除或引爆。美国国务卿鲁比奥据悉于近日告知多位外国对口官员，“目前”预计美国不会对伊朗发起新的打击，美国对伊朗从打击转向制裁。　　马斯克又画千亿美元“大饼”！SpaceX官宣建设地球最大发射场　　当地时间周二，美国路易斯安那州政府和SpaceX共同宣布，商业航天巨头计划投资1000亿美元，在该州南部建设一座巨型新发射场，占地面积约12.5万英亩。

七 | SpaceX表示，该基地的设计目标是支持“每年数千次星舰飞行”。　　邓晓峰40亿元重仓两大周期股 景林资产也对周期股有所配置　　万华化学最新披露的半年报显示，截至二季度末，邓晓峰管理的产品新进该公司前十大流通股东名单，期末持股市值超过17亿元。值得注意的是，前不久紫金矿业披露的半年报也显示，邓晓峰管理的产品新进该公司前十大流通股东名单，期末持股市值更是高达23亿元，足见其对周期股的偏爱。

八 | 渠道人士透露，景林资产也对周期股有所配置。目前，该公司组合分布在三个重点方向：一是偏成长的半导体和AI基础设备中被低估的企业；二是当下中国先进制造业和科技服务类公司；三是偏防守的贵金属和资源类对冲资产。　　机构观点　　中信证券：标准体系顶层设计加快完善，脑机接口产业化进程有望提速　　中信证券研报称，8月25日，工信部科技司就《国家脑机接口产业标准体系建设指南（2026版）》（征求意见稿）公开征求意见，提出到2028年制修订标准40项以上，到2030年累计研制标准80项以上，并构建覆盖基础共性、硬件、软件与算法、数据与通信、产品与系统、行业应用、安全/治理的全产业链标准体系框架。我们认为，标准体系建设有望加快技术验证和产品定型，促进产业链专业化分工，建议关注三大方向的相关标的：1）硬件端：电极、芯片等核心硬件自主可控；2）算法端：数据积累丰富且算法开发能力领先；3）应用端：医疗领域临床转化取得突破、非医疗领域具备明确落地场景和商业化渠道优势。　　中金：超级电容渗透率提升，迎来供给紧缺周期　　中金公司研报称，超级电容卡位AIDC电源中毫秒级-秒级大功率脉冲空档，同时具备备电功能，随着800VDC架构落地逐步成为标配，机柜单瓦超容搭载量通胀，渗透率快速抬升。

九 | 由于技术、认证壁垒较高，供给侧名义产能虽然看起来较多，但大容量有效产能紧缺，预期2027—2028年行业有望迎来供给紧缺周期。　　中信建投：继续看好锂电设备与固态电池板块配置价值　　中信建投研报指出，锂电设备方面，排产创新高、涨价潮启动，锂电景气延续强势。一是排产与价格端，需求景气延续强势：8月全市场锂电总排产约304GWh、环比+7.4%，储能电芯排产125GWh、环比净增约10GWh，海外大储项目集中备货推动储能跃升第一增长引擎；龙头314Ah储能电芯报价上调2.17%，电芯涨价潮启动，叠加电池消费税9月开征，下半年量价双升信号明确。二是固态产业化端，工程化拐点确立：宁德时代宜宾全固态中试线8月正式通线，硫化物首批样品能量密度突破500Wh/kg、循环寿命超1000次，规划2027年小批量装车验证；比亚迪重庆璧山20GWh量产线三季度开工，全球首条万吨级高纯硫化锂产线在安庆动工、计划2027年全面建成，上游短板补齐；硫化物电解质成本已下降超35%，全固态正由技术可行走向经济可行。三是装备兑现端，增量价值量显现：上半年固态电池及核心材料公开投资项目超40个、规划投资总额超500亿元，中试线与量产线建设高峰拉动干法电极、等静压、叠片等新工艺装备需求，单GWh设备价值量约为液态产线3-5倍，设备端率先受益确定性强。

十 | 当前板块处于排产高景气、固态装车验证与设备兑现三重共振窗口，继续看好锂电设备与固态电池板块配置价值。　　华泰证券：资金负反馈尚未形成　　市场反弹进入后半程，资金面的核心矛盾正由增量资金推动转向存量资金能否承接潜在抛压。通常而言，系统性负反馈需要经历“市场回落—交易型资金同步降仓—配置资金减仓”的传导链条，但当前这一链条尚未形成：1）上周融资资金转为小幅净流出、投资者参与度有所回落，表明交易热度边际降温，但融资担保比例仍处于相对高位，龙虎榜当周及近1个月净流入规模回升，尚未出现被动去杠杆。2）ETF份额转为净申购、资金净流出明显收窄，意味着交易资金的谨慎尚未扩散为配置产品的集中赎回，配置型外资转为净流入则提供一定外部缓冲；3）考虑到市场赚钱效应扩散，险资或产生一定再平衡需求，但若后续调整幅度和速度显著加大，险资和年金也可能阶段性降低风险敞口。综合来看，当前更接近交易热度降温后的承接能力检验，而非系统性资金负反馈，后续重点观察融资流出是否加速、ETF是否转为持续净赎回，以及险资和年金是否由再平衡承接转向被动减仓。　　华源证券：商业航天迈入价值投资节点，可回收火箭加速补齐行业短板　　华源证券首席分析师李宏涛指出，商业航天正从主题投资转向价值投资节点。随着长征十号、朱雀三号等可回收火箭技术落地，行业短板加速补齐，进入规模化组网加速期。基础设施方面，文昌发射工位及卫星超级工厂产能投入商用，发射能力和批量制造能力大幅度提升，大幅缓解制约环节。商业模式上，手机直连与太空算力成为刚需，中国二代实验星已实现视频通话，商业闭环初步形成。李宏涛认为，商业航天即“6G”，将构建全球性基础设施，市场规模可达万亿级。一级市场资金持续涌入，二级市场具备长期配置价值，建议关注火箭配套、天线/TR、太阳翼、星间激光链路等高弹性环节。　　银河证券：AI规模化发展推动基础设施体系加快重构　　稳定、低成本、绿色的能源供给能力将成为影响AI产业布局和竞争力的重要因素。未来数据中心、智算中心等大规模建设，不仅意味着服务器、芯片等算力设备需求增长，也将同步带动电源、电网、储能以及配电系统等基础设施投资扩张。AI算力投资正从“芯片和服务器行情”逐步向“电力基础设施行情”延伸。

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